The tape — 25 Sep 2026

17 of 44 names advanced today; 26 fell. 39 screen as buys, led by Broadcom, NVIDIA, Micron. The book's average reading is 78/100.

Your holdings today

• Logitech LOGN.SW KEEP+-6.11% · CHF 2,066
• AMD AMD KEEP++2.38% · CHF 7,830
• Adobe ADBE KEEP+-0.73% · CHF 793
• Tesla TSLA KEEP+-0.57% · CHF 2,508
• ASML ASML.AS ADD+0.56% · CHF 4,295
• Microsoft MSFT ADD-0.53% · CHF 2,478
• NVIDIA NVDA ADD-0.41% · CHF 3,726
• Apple AAPL KEEP+-0.33% · CHF 3,344

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 16 (subdued); Tech (XLK) leading at +8.1% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,704-0.02%+0.7%▲ above 200d
• Nasdaq Comp.26,939+0.01%+3.7%▲ above 200d
• VIX (fear)15.67+3.23%+1.4%▼ below 200d
• US 10y yield5.16+0.94%+9.7%▲ above 200d
• Tech (XLK)194.71-0.32%+8.1%▲ above 200d
• Semis (SMH)600.52-0.15%+8.0%▲ above 200d
• Software (IGV)107.15-0.88%+5.2%▲ above 200d

Signal shifts since yesterday

• VAT Group VACN.SWACCUMULATE → BUY
• Nokia NOKIA.HEACCUMULATE → BUY
• AMD AMDBUY → ACCUMULATE
• Arm Holdings ARMHOLD → ACCUMULATE
• Divio Technologies DIVIO-B.STSELL → HOLD

What to own now — the ranked book

1. 01
   Broadcom AVGO USBUY95

   below 200-day; RSI 46; -1.8% 1-mo; analysts: strong buy, +52% to target

   tren 33mome 66anal 96posi 40
   $350.36

   -1.30%
2. 02
   NVIDIA NVDA USBUY95

   uptrend (above rising 50/200-day); RSI 46; +5.4% 1-mo; analysts: strong buy, +46% to target

   tren 100mome 77anal 96posi 85
   $224.58

   -0.41%
3. 03
   Micron MU USBUY94

   uptrend (above rising 50/200-day); RSI 65; +15.8% 1-mo; analysts: strong buy, +40% to target

   tren 100mome 96anal 94posi 85
   $1,081

   +0.81%
4. 04
   TSMC (ADR) TSM USBUY94

   uptrend (above rising 50/200-day); RSI 66; +8.1% 1-mo; analysts: strong buy, +22% to target

   tren 100mome 93anal 94posi 85
   $451.15

   +1.03%
5. 05
   Alphabet GOOGL USBUY94

   above 200-day, mixed short term; RSI 50; -1.3% 1-mo; analysts: strong buy, +25% to target

   tren 67mome 67anal 94posi 85
   $342.36

   +1.34%
6. 06
   ASML ASML.AS EUBUY94

   uptrend (above rising 50/200-day); RSI 62; +1.0% 1-mo; analysts: strong buy, +35% to target

   tren 100mome 82anal 94posi 85
   €1,516

   +0.56%
7. 07
   Amazon AMZN USBUY93

   above 200-day, mixed short term; RSI 39; -4.5% 1-mo; analysts: strong buy, +32% to target

   tren 67mome 30anal 95posi 85
   $249.38

   +0.04%
8. 08
   ASML (ADR) ASML USBUY93

   uptrend (above rising 50/200-day); RSI 54; -1.0% 1-mo; analysts: strong buy, +23% to target

   tren 100mome 67anal 94posi 85
   $1,722

   -1.27%
9. 09
   Comet Holding COTN.SW CHBUY92

   uptrend (above rising 50/200-day); RSI 58; +1.9% 1-mo; analysts: strong buy, +45% to target

   tren 100mome 84anal 92posi 85
   CHF 357.60

   -1.00%
10. 10
    Snowflake SNOW USBUY92

    uptrend (above rising 50/200-day); RSI 61; +3.5% 1-mo; analysts: strong buy, +27% to target

    tren 100mome 64anal 92posi 85
    $334.00

    -0.24%
11. 11
    Infineon IFX.DE EUBUY92

    above 200-day, mixed short term; RSI 56; +6.8% 1-mo; analysts: buy, +48% to target

    tren 67mome 91anal 92posi 60
    €58.57

    -2.59%
12. 12
    Microsoft MSFT USBUY90

    uptrend (above rising 50/200-day); RSI 42; +1.3% 1-mo; analysts: strong buy, +16% to target

    tren 100mome 38anal 91posi 85
    $497.93

    -0.53%
13. 13
    SAP (ADR) SAP USBUY89

    uptrend (above rising 50/200-day); RSI 49; -4.4% 1-mo; analysts: buy, +20% to target

    tren 100mome 40anal 91posi 60
    $209.11

    -0.72%
14. 14
    Oracle ORCL USBUY89

    downtrend (below 50/200-day); RSI 37; -3.6% 1-mo; analysts: buy, +71% to target

    tren 0mome 31anal 91posi 25
    $139.54

    -3.47%
15. 15
    Adyen ADYEN.AS EUBUY89

    downtrend (below 50/200-day); oversold (RSI 19); -20.2% 1-mo; analysts: buy, +61% to target

    tren 0mome 16anal 91posi 25
    €860.60

    -4.70%
16. 16
    STMicroelectronics STMPA.PA EUBUY88

    uptrend (above rising 50/200-day); RSI 57; +8.4% 1-mo; analysts: buy, +48% to target

    tren 100mome 94anal 88posi 60
    €46.11

    -1.05%
17. 17
    Spotify SPOT USBUY88

    above 200-day, mixed short term; oversold (RSI 33); -4.9% 1-mo; analysts: buy, +18% to target

    tren 67mome 23anal 89posi 40
    $511.38

    +0.19%
18. 18
    Xiaomi 1810.HK HKBUY87

    downtrend (below 50/200-day); RSI 40; -5.8% 1-mo; analysts: buy, +40% to target

    tren 0mome 28anal 89posi 25
    25.88

    -2.63%
19. 19
    Capgemini CAP.PA EUBUY87

    below 200-day; RSI 43; -3.0% 1-mo; analysts: buy, +32% to target

    tren 33mome 32anal 89posi 40
    €106.10

    -0.19%
20. 20
    Salesforce CRM USBUY86

    uptrend (above rising 50/200-day); RSI 37; +13.9% 1-mo; analysts: buy, +18% to target

    tren 100mome 51anal 87posi 85
    $238.22

    +0.27%
21. 21
    SAP SAP.DE EUBUY86

    uptrend (above rising 50/200-day); RSI 51; +0.5% 1-mo; analysts: strong buy, +13% to target

    tren 100mome 47anal 87posi 60
    €186.46

    +2.27%
22. 22
    Netflix NFLX USBUY85

    downtrend (below 50/200-day); oversold (RSI 27); -12.8% 1-mo; analysts: buy, +30% to target

    tren 0mome 16anal 87posi 25
    $71.72

    +0.50%
23. 23
    ServiceNow NOW USBUY78

    uptrend (above rising 50/200-day); RSI 41; +8.5% 1-mo; analysts: strong buy, +5% to target

    tren 100mome 49anal 79posi 60
    $137.78

    -2.13%
24. 24
    Temenos TEMN.SW CHBUY77

    downtrend (below 50/200-day); oversold (RSI 33); -10.5% 1-mo; analysts: buy, +23% to target

    tren 0mome 16anal 78posi 40
    CHF 67.10

    -2.26%
25. 25
    Occidental OXY USBUY76

    above 200-day, mixed short term; RSI 38; -3.4% 1-mo; analysts: buy, +17% to target

    tren 67mome 31anal 78posi 85
    $58.05

    +1.20%
26. 26
    Meta Platforms META USBUY76

    above 200-day, mixed short term; overbought (RSI 86); +36.4% 1-mo; analysts: strong buy, +1% to target

    tren 67mome 82anal 76posi 55
    $777.59

    +4.50%
27. 27
    CD Projekt 7CD.F EUBUY76

    downtrend (below 50/200-day); RSI 58; +0.5% 1-mo; analysts: none

    tren 0mome 82posi 40
    €56.10

    +0.11%
28. 28
    VAT Group VACN.SW CHBUY73

    uptrend (above rising 50/200-day); RSI 58; +6.1% 1-mo; analysts: buy, +10% to target

    tren 100mome 90anal 72posi 85
    CHF 645.40

    -2.51%
29. 29
    Nokia NOKIA.HE EUBUY73

    uptrend (above rising 50/200-day); RSI 58; +5.1% 1-mo; analysts: hold, +16% to target

    tren 100mome 89anal 72posi 60
    €9.27

    -1.84%
30. 30
    Palo Alto Networks PANW USACCUMULATE71

    uptrend (above rising 50/200-day); overbought (RSI 77); +11.1% 1-mo; analysts: buy, +1% to target

    tren 100mome 82anal 71posi 55
    $389.92

    -0.86%
31. 31
    AMD AMD USACCUMULATE71

    uptrend (above rising 50/200-day); overbought (RSI 82); +31.3% 1-mo; analysts: strong buy, -2% to target

    tren 100mome 82anal 71posi 55
    $629.26

    +2.38%
32. 32
    Lufthansa LHA.DE EUACCUMULATE70

    downtrend (below 50/200-day); RSI 50; -3.5% 1-mo; analysts: hold, +25% to target

    tren 0mome 64anal 71posi 40
    €7.70

    -2.23%
33. 33
    Logitech LOGN.SW CHACCUMULATE70

    above 200-day, mixed short term; RSI 51; +3.4% 1-mo; analysts: buy, +10% to target

    tren 67mome 74anal 70posi 60
    CHF 82.62

    -6.11%
34. 34
    Palantir PLTR USACCUMULATE70

    uptrend (above rising 50/200-day); RSI 61; +11.5% 1-mo; analysts: buy, +2% to target

    tren 100mome 96anal 69posi 85
    $192.59

    +0.42%
35. 35
    Adobe ADBE USACCUMULATE68

    downtrend (below 50/200-day); oversold (RSI 24); -12.8% 1-mo; analysts: hold, +16% to target

    tren 0mome 16anal 70posi 40
    $238.93

    -0.73%
36. 36
    Dassault Systèmes DSY.PA EUACCUMULATE68

    uptrend (above rising 50/200-day); RSI 37; -6.4% 1-mo; analysts: buy, +12% to target

    tren 100mome 27anal 69posi 60
    €21.21

    +1.10%
37. 37
    Tesla TSLA USACCUMULATE65

    below 200-day; RSI 51; +7.9% 1-mo; analysts: buy, +5% to target

    tren 33mome 81anal 65posi 60
    $377.94

    -0.57%
38. 38
    Arm Holdings ARM USACCUMULATE61

    uptrend (above rising 50/200-day); RSI 67; +26.8% 1-mo; analysts: buy, -6% to target

    tren 100mome 96anal 60posi 85
    $306.34

    -7.88%
39. 39
    Apple AAPL USACCUMULATE61

    uptrend (above rising 50/200-day); RSI 58; +8.4% 1-mo; analysts: buy, -2% to target

    tren 100mome 94anal 60posi 55
    $335.92

    -0.33%
40. 40
    Qualcomm QCOM USHOLD58

    uptrend (above rising 50/200-day); RSI 70; +21.0% 1-mo; analysts: hold, -0% to target

    tren 100mome 96anal 56posi 85
    $194.26

    -1.51%
41. 41
    Intel INTC USHOLD50

    uptrend (above rising 50/200-day); overbought (RSI 79); +45.6% 1-mo; analysts: buy, -9% to target

    tren 100mome 82anal 49posi 85
    $127.39

    +3.91%
42. 42
    Ericsson ERIC-B.ST EUHOLD48

    downtrend (below 50/200-day); RSI 42; -1.0% 1-mo; analysts: hold, +3% to target

    tren 0mome 35anal 48posi 60
    94.72

    -2.73%
43. 43
    Divio Technologies DIVIO-B.ST EUHOLD45

    downtrend (below 50/200-day); RSI 38; -7.1% 1-mo; analysts: none

    tren 0mome 48posi 25
    0.05

    +0.00%
44. 44
    ams-OSRAM AMS.SW CHSELL32

    uptrend (above rising 50/200-day); overbought (RSI 75); +31.3% 1-mo; analysts: hold, -24% to target

    tren 100mome 82anal 30posi 55
    CHF 23.48

    +10.34%

Today's movers — the market

IPO radar

On the wire

• ams OSRAM Unveils Breakthrough Thin-Film VCSEL for AI Scale-Up, Showcasing Connectorized Multi-core Fiber Solution and Expanding Ecosystem Network
  AMS.SW · Mon, 21 Sep 2026
• ams OSRAM Extends CEO Aldo Kamper's Term Through 2031
  AMS.SW · Thu, 30 Jul 2026
• Arm Holdings (ARM) Stock Gains On AI CPU Demand Surge
  ARM · Thu, 24 Sep 2026
• Arm Drops 3.3% as More AI Cores Test Royalty Economics
  ARM · Thu, 24 Sep 2026
• From New PRO Gear to the Iconic Yeti 2 Mic - Logitech G Unveils Fifteen New Products at Logitech G PLAY 2026
  LOGN.SW · Wed, 23 Sep 2026
• Logitech CEO's View of the Consumer Tech Landscape
  LOGN.SW · Tue, 22 Sep 2026
• Adyen (ENXTAM:ADYEN) Guidewire Deal Keeps Its Undervalued Narrative In Play
  ADYEN.AS · Wed, 23 Sep 2026
• Adyen (ENXTAM:ADYEN) Stock Still Looks Below Fair Value After India Expansion
  ADYEN.AS · Wed, 23 Sep 2026
• Meta's Muse Agent Makes Waves: Market Snapshot
  META · Fri, 25 Sep 2026
• 'Is AI Gonna Kill Us?’ Mark Zuckerberg Has an Answer — And He’s ‘Quite Optimistic’ About the Future
  META · Fri, 25 Sep 2026
• AMD, INTC Stocks Extend Rally As Meta's Muse Fuels Bets On An AI-Agent CPU Boom
  INTC · Fri, 25 Sep 2026
• Trump Stance on AI an 'Extremely Naive Position,' Says Sen. Michael Bennet
  INTC · Thu, 24 Sep 2026